DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
C••• C••••••• P•••••••• L••
Latest filing May 28, 2026
First filing on the tape Nov 18, 2020 · 14 filings
SEC status approved since Dec 18, 2020
RAUM
$1.5B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
20
8 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
16
reported on Schedule D
History
14 filings and snapshots on the tape
RAUM$1.5B as of May 28, 2026
Mar 31, 2021$654M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 28, 2026
Mar 31, 20210 then
Employees (5.A)20 as of May 28, 2026
Mar 31, 202119 then
Private funds16 as of May 28, 2026
Mar 31, 202119 then
RAUM -9.8% over the last fiscal year+17% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 28, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $95.3MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- -9.8%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- yesreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.5B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 16reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
29 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C••• V•••••• P••••••• I••• L• | Venture Capital Fund | $375M | 132 | Mar 31, 2020 |
| C••• V•••••• P••••••• I•• L• | Venture Capital Fund | $345M | 121 | Mar 31, 2017 |
| C••• V•••••• P••••••• I•• L• | Venture Capital Fund | $314M | 116 | Mar 30, 2022 |
| C••• V•••••• P••••••• W• L•• | Venture Capital Fund | $75.4M | 31 | Mar 30, 2022 |
| C•• I•••••••• L•• | Venture Capital Fund | $62.8M | 37 | Nov 18, 2020 |
| C••• V•••••• P••••••• I• L• | Venture Capital Fund | $48.8M | 136 | Oct 9, 2015 |
| C••• V•••••• P••••••• F• L• | Venture Capital Fund | $19.6M | 4 | Mar 31, 2023 |
| C•• I••••••• G•••• L•• | Venture Capital Fund | $8.7M | 21 | Mar 31, 2020 |
| C••• V•••••• P••••••• I• B••••••• L••no longer reported | Venture Capital Fund | $8.1M | 13 | Mar 31, 2017 |
| O•• I•••••••• L• | Venture Capital Fund | $3.6M | 15 | Mar 29, 2024 |
| C••• V•••••• P••••••• T• L•• | Venture Capital Fund | $3.3M | 9 | Mar 30, 2022 |
| A•• I•••••••• L•• | Venture Capital Fund | $3.1M | 14 | Jun 30, 2017 |
| C••• V•••••• P••••••• I• A••• L• | Venture Capital Fund | $455,450 | 124 | Mar 31, 2017 |
| C••• V•••••• P••••••• C•••• L••no longer reported | Venture Capital Fund | $452,750 | 17 | Mar 30, 2018 |
| R•• I•••••••• L•• | Venture Capital Fund | $373,498 | 4 | Mar 30, 2019 |
| G•• I•••••••• I• L•• | Venture Capital Fund | $338,819 | 13 | Mar 31, 2020 |
| C••• V•••••• P••••••• O• I•• L••no longer reported | Venture Capital Fund | $261,936 | 14 | Mar 31, 2017 |
| C••• V•••••• P••••••• O• I• L••no longer reported | Venture Capital Fund | $205,600 | 26 | Mar 31, 2017 |
| P•• I•••••••• L••no longer reported | Venture Capital Fund | $134,094 | 9 | Jun 30, 2017 |
| G•• I•••••••• L•• | Venture Capital Fund | $23,181 | 12 | Mar 30, 2019 |
| T•• I•••••••• L••no longer reported | Venture Capital Fund | $0 | 17 | Mar 31, 2017 |
| C••• V•••••• P••••••• G• L•• | Venture Capital Fund | $0 | 18 | Mar 30, 2019 |
| C••• V•••••• P••••••• K•• L•• | Venture Capital Fund | $0 | 2 | Jul 20, 2016 |
| H•• I•••••••• L••no longer reported | Venture Capital Fund | $0 | 10 | Mar 30, 2019 |
| C••• V•••••• P••••••• V•• L••no longer reported | Venture Capital Fund | $0 | 24 | Mar 30, 2018 |
| C•• H••••••• L•• | Venture Capital Fund | $0 | 5 | Mar 30, 2019 |
| C•• I•••••••• L••no longer reported | Venture Capital Fund | $0 | 12 | Jun 30, 2017 |
| C•• I•••••••• I• L••no longer reported | Venture Capital Fund | $0 | 20 | Mar 30, 2019 |
| F•• I••••••••• L••no longer reported | Venture Capital Fund | $0 | 15 | Mar 30, 2018 |
Owners and control persons
Schedule A and B, latest filing
- F••••• B••••• N•• · Chief Financial Officer/Chief Compliance Officercontrolsince 03/2016 · owns less than 5%
- O••• R••••• A•••• · Managing Partnercontrolsince 06/2015 · owns 50% to 75%
- T•••••• B••••• J••••••• · Managing Partnercontrolsince 06/2015 · owns 50% to 75%
Related persons
Schedule D 7.A
- B•• G• L•pooled vehicle sponsorn
- C••• V•••••• P••••••• F• G•• L•pooled vehicle sponsorn
- C••• V•••••• P••••••• G• I• L••pooled vehicle sponsorn
- C••• V•••••• P••••••• G• I• L•pooled vehicle sponsorn
- C••• V•••••• P••••••• G• I•• L••pooled vehicle sponsorn
- C••• V•••••• P••••••• G• I•• L•pooled vehicle sponsorn
- C••• V•••••• P••••••• G• I••• L••pooled vehicle sponsorn
- C••• V•••••• P••••••• G• I••• L•pooled vehicle sponsorn
- C••• V•••••• P••••••• G• I•• L••pooled vehicle sponsorn
- C••• V•••••• P••••••• G• I•• L•pooled vehicle sponsorn
- C•• I••••••• G•••• M•••••• L•pooled vehicle sponsorn
- C•• I••••••• G•••• U••••••• G• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Santa Monica, CA6 employees
What changed
consecutive filings, newest first
- Accounts · 17 to 16Jun 17, 2025 to Mar 31, 2026
- Pooled vehicle clients · 17 to 16Jun 17, 2025 to Mar 31, 2026
- Employees · 19 to 20Jun 17, 2025 to Mar 31, 2026
- Discretionary RAUM · $1.7B to $1.5BJun 17, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $1.7B to $1.5BJun 17, 2025 to Mar 31, 2026
- RAUM · $1.7B to $1.5BJun 17, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 31, 2025 to Jun 17, 2025
- Accounts · 16 to 17May 29, 2024 to Mar 31, 2025
- Pooled vehicle clients · 16 to 17May 29, 2024 to Mar 31, 2025
- Employees · 17 to 19May 29, 2024 to Mar 31, 2025
- Private funds · 15 to 16May 29, 2024 to Mar 31, 2025
- Discretionary RAUM · $1.3B to $1.7BMay 29, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $1.3B to $1.7BMay 29, 2024 to Mar 31, 2025
- RAUM · $1.3B to $1.7BMay 29, 2024 to Mar 31, 2025
- Accounts · 18 to 16May 4, 2023 to Mar 29, 2024
- Pooled vehicle clients · 18 to 16May 4, 2023 to Mar 29, 2024
- Assets in custody · $961M to $0May 4, 2023 to Mar 29, 2024
- Employees · 19 to 17May 4, 2023 to Mar 29, 2024
- Private funds · 17 to 15May 4, 2023 to Mar 29, 2024
- Discretionary RAUM · $961M to $1.3BMay 4, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $961M to $1.3BMay 4, 2023 to Mar 29, 2024
- RAUM · $961M to $1.3BMay 4, 2023 to Mar 29, 2024
- Accounts · 23 to 18Aug 24, 2022 to Mar 31, 2023
- Business name · C••• V•••••• P•••••••• L•• to C••• C••••••• P•••••••• L••Aug 24, 2022 to Mar 31, 2023
- Pooled vehicle clients · 23 to 18Aug 24, 2022 to Mar 31, 2023
- Assets in custody · $873M to $961MAug 24, 2022 to Mar 31, 2023
- Employees · 18 to 19Aug 24, 2022 to Mar 31, 2023
- Legal name · C••• V•••••• P•••••••• L•• to C••• C••••••• P•••••••• L••Aug 24, 2022 to Mar 31, 2023
- Private funds · 22 to 17Aug 24, 2022 to Mar 31, 2023
- Discretionary RAUM · $873M to $961MAug 24, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $873M to $961MAug 24, 2022 to Mar 31, 2023
- RAUM · $873M to $961MAug 24, 2022 to Mar 31, 2023
- Assets in custody · $873M to $873MMar 30, 2022 to Jun 7, 2022
- Discretionary RAUM · $873M to $873MMar 30, 2022 to Jun 7, 2022
- Pooled vehicle RAUM · $873M to $873MMar 30, 2022 to Jun 7, 2022
- RAUM · $873M to $873MMar 30, 2022 to Jun 7, 2022
- Accounts · 20 to 23May 4, 2021 to Mar 30, 2022
- Advisory employees · 9 to 8May 4, 2021 to Mar 30, 2022
- Pooled vehicle clients · 20 to 23May 4, 2021 to Mar 30, 2022
- Assets in custody · $654M to $873MMay 4, 2021 to Mar 30, 2022
Signals
4 dated events
- C••• C••••••• P•••••••• L•• reported RAUM $1.7B, up 34% from $1.3B (2024-05-29 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- C••• C••••••• P•••••••• L•• reported RAUM $1.3B, up 31% from $960.9M (2023-05-04 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- C••• C••••••• P•••••••• L•• reported RAUM $872.6M, up 33% from $654.4M (2021-05-04 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- C••• V•••••• P•••••••• L•• filed its initial SEC registration (Form ADV)Nov 18, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- C••• C••••••• P•••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/cavu-consumer-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- cavuconsumer.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-716-2673reportedpublic record, Form ADV, May 28, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026